Our second podcast of this week and 2024 covers companies not priced for perfection, but that instead have struggled. We start with China stocks, and the question of whether China is uninvestible. We go into Akram's July 2023 Alibaba trade views and how that was also an investment thesis. We also...

The chip sector has been Hansel-level hot to start 2024. AMD and Nvidia have jumped 14% and 21% respectively in 2024, the SOXX ETF is up 8% in the last week, and the AI theme of 2023 is still driving things to start 2024. What does this say about the sector, and why is it like being a favorite to...

Hey! We're back! It's been a while, but with 2023 finishing in such a one-direction flourish, we wanted to pick up the mic again. Akram and Daniel talk about what to make of the market's triumphal 2023. We cover the overall vibes in the market, but also get into the weeds on stocks like Nvidia,...